+4,681.2%
DELL vs HAL
+1.3%
+4,680.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.7% |
| 7D | +14.9% | +2.9% | +11.9% | +14.0% |
| 30D | +13.3% | +17.0% | -3.8% | +8.1% |
| 3M | +24.4% | -9.7% | +34.0% | +27.5% |
| 6M | +258.0% | +8.6% | +249.4% | +245.7% |
| YTD | +320.2% | +33.0% | +287.2% | +281.1% |
| 1Y | +319.1% | +68.3% | +250.7% | +252.2% |
| 3Y | +706.5% | +0.1% | +706.4% | +671.4% |
| 5Y | +1,071.9% | +102.6% | +969.3% | +782.1% |
| 10Y | +4,683.5% | +3.8% | +4,679.6% | +3,141.2% |
| All | +4,681.2% | +1.3% | +4,680.0% | +3,191.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling